Use Custom Lists to Categorise Customers and Items together

If you have hundreds of Customers or Items and are drowning in detail you will find it difficult to understand your margin mix or see trends in your business.  Why not Categorise your customers and items into similar groupings.

In MYOB allocate each customer to a number of different Custom Lists and Custom Fields.
For example group your customers by Type or into Groups (e.g. Retail/ Wholesaler) and or Buying Group where you group similar customers together.

Once setup in MYOB these Custom Lists and Fields will appear in BI4Cloud where you can use them to:

• Group by
• Analyze by
• Filter
• Pivot on
• Visualize
• Compare

1. In MYOB go to the Lists tab  to Create a Custom List and make sure you give it a Name - e.g. Customer Group
   
   
   
   
2. In MYOB Categorise each Customer to a Customer Group (go to Card Details tab on the Customer Card)
   
   • Custom Lists - the first three allow you to enter in options as a Drop Down. This is great to keep data entry consistent and for a smaller number of options.
   • Custom Fields - the second three fields are free entry so are more suited to where the options are very different across customers.
     
     
     
     For further details on how to set these up in MYOB see the MYOB Help Site - Click here
     Learn how to do a BULK UPDATE Update of Customer Cards - Click here
     
3. Use Custom Lists to Group by Customer Group to see like Customers together
   
   
   
   
4. Use Custom lists (Customer Group) to Analyze by to see your business at a higher level
   
   
   
5. Filter on a Custom List (Customer Group) to focus on just that part of your business e.g see all  customers in the Residential group. 
   
   
   
6. Pivot on a Custom List (Customer Group) to compare sales performance across customer groupings.
   
   
   
7. Visualize using a Chart to see the monthly trends by Customer Group
   
   
   
   
8. Compare to track variance by Customer Groups from prior periods.
   
   
   
9. Combine up to 3 different Custom Lists and 3 different Custom Fields against Each Customer to really get a handle on your customers.
   Setup Custom Lists on Items and use both Customer and Item Custom lists to really understand what is driving your business.
   
   
   
   

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